Are you smarter than your clients?

SAVVY CLIENTS

clock

The post-financial crisis investor is increasingly well informed. Charlotte Richards looks at how advisers are meeting this new breed of client halfway.

The combination of a turbulent economic environment and the power and reach of the internet has left clients more informed and attuned to what is going on in the economy. That can only be a good thing; savvier consumers may be more likely to seek out financial advice. Ashley Clark, chartered financial planner and director of online advice proposition Need an Adviser, has certainly seen a change in clients’ attitude. He says they have become increasingly aware of the investment climate thanks to front page headlines in daily newspapers and on websites. But what does this mean for th...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

March 2024: Month in review with deputy editor Jenna Brown

March 2024: Month in review with deputy editor Jenna Brown

Take a look at some of the news and feature highlights of the last month

Jenna Brown
clock 28 March 2024 • 5 min read
Wren Sterling adds £265m in client assets in latest deal

Wren Sterling adds £265m in client assets in latest deal

First advisory firm purchase of 2024 for national financial planner

Jenna Brown
clock 28 March 2024 • 1 min read
Consumer Duty Alliance looks to attract advice industry talent

Consumer Duty Alliance looks to attract advice industry talent

New Talent Alliance will be chaired by M&G Wealth Advice MD Tom Hegarty

Isabel Baxter
clock 27 March 2024 • 2 min read